Integrate Microsoft To-Do with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between Microsoft To-Do and Zoho CRM

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About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best Microsoft To-Do and Zoho CRM Integrations

  • Microsoft To-Do Integration Zoho CRM Integration

    Microsoft To-Do + Zoho CRM

    Create/Update Lead to Zoho CRM from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration New List
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Microsoft To-Do Integration Zoho CRM Integration

    Microsoft To-Do + Zoho CRM

    Create/Update Contact to Zoho CRM from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration New List
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Microsoft To-Do Integration Zoho CRM Integration

    Microsoft To-Do + Zoho CRM

    Create Module Entry to Zoho CRM from New List in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration New List
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Microsoft To-Do Integration Zoho CRM Integration

    Microsoft To-Do + Zoho CRM

    Add Attachment in Zoho CRM when New List is created in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration New List
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Microsoft To-Do Integration Zoho CRM Integration

    Microsoft To-Do + Zoho CRM

    Create/Update Lead to Zoho CRM from New Task in Microsoft To-Do Read More...
    Close
    When this happens...
    Microsoft To-Do Integration New Task
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Microsoft To-Do Integration {{item.actionAppName}} Integration

    Microsoft To-Do + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft To-Do + Zoho CRM in easier way

It's easy to connect Microsoft To-Do + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft To-Do & Zoho CRM Integrations Work

  1. Step 1: Choose Microsoft To-Do as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft To-Do to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft To-Do and Zoho CRM

Microsoft To-Do is a task management application and it is made by Microsoft. It was released on 2 March 2017 and is available in Windows 10, Android and iOS. The Zoho CRM is a customer relationship management software and it is made by Zoho Corporation. It was released on 20 December 2005 and is available in the web.

Microsoft To-Do and Zoho CRM integration can be done in two ways:

  • Integration of Microsoft To-Do into Zoho CRM
  • Integration of Zoho CRM into Microsoft To-Do

  • Integration of Microsoft To-Do into Zoho CRM
  • The integration of Microsoft To-Do and Zoho CRM can be done in two ways:

    • Using Zoho CRM API
    • Using Microsoft To-Do API

  • Using Zoho CRM API
  • Zoho CRM API can be used to integrate Microsoft To-Do with Zoho CRM. The benefit of using Zoho CRM API is that it reduces the burden of writing code for integrating Zoho CRM with Microsoft To-Do. The disadvantage of using Zoho CRM API is that it requires more efforts to maintain the integration if any update comes to the APIs. The Azure SDK for C# provides the classes for connecting to the Azure services, which can be used to connect to Zoho CRM. The fplowing snippet of code creates an instance of the ZohoCRMAccount class. This object represents the account name for integrating Zoho CRM with Microsoft To-Do.

    String CRMAccountName = "zohocrm";

    String CRMAccountKey = "; // Password for CRM account

    var service = new ZohoCRMAccount(CRMAccountName, CRMAccountKey);

  • Using Microsoft To-Do API
  • The integration of Microsoft To-Do with Zoho CRM can be done by using Microsoft To-Do API. It can be used to create multiple lists for organizing tasks, manage the task due dates, manage the priority level of tasks, manage the time spent on tasks, assign tasks to other people, search for tasks, share tasks with other people, import tasks from other applications etc. The disadvantage of using Microsoft To-Do API is that it requires more efforts to maintain the integration if any update comes to the APIs. The Microsoft Graph SDK for C# provides classes for connecting to the Graph APIs, which can be used to connect to Microsoft To-Do. The fplowing snippet of code creates an instance of the ListManager class. This class manages lists for organizing tasks in Microsoft To-Do. It also provides methods for managing lists, creating tasks, deleting tasks, searching tasks etc.

    The process to integrate Microsoft To-Do and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.